Data export: your data, as a package, whenever you want it
AvailableIn every workspace, documented here, with its changes listed on its page.
- On the broker’s path
- The firm
The problem this solves: Leaving a CRM means begging support for a dump; the data is yours, the export should be a button.
In short: Your data is yours. Owners export the whole workspace as a single package — contacts, deals, files — or pick what goes in and get word when the package is ready. Contact lists export as an Excel file that opens directly, with your custom fields and notes, phone numbers exactly as entered.
What you can do
Section titled “What you can do”- Export everything in one archive, or pick the sections.
- Export contact lists as Excel or CSV, custom fields and notes included.
- Export after the end. A closed workspace stays available for a while, so you can still take what you need, including records you must keep.
How it works
Section titled “How it works”Exports are prepared in the background and offered for download to the person who asked; access checks apply to the export and its download like to any other record.
Limits and notes
Section titled “Limits and notes”- An export is not the import of another system; for moving stock between systems see OpenImmo.
New in this feature
The changes of this feature, newest first — one line per change, with the version it shipped in.
- Platform 0.25.4A contact can carry a salutation — Frau or Herr — and it comes along in the data export.
- Platform 0.25.4Excel sheets, CSV and text files can be stored; Excel with macros stays out.
- App 0.28.2Closing a workspace now leaves time to export what the law requires you to keep, with a read-only archive on offer.
- Platform 0.17.1A closed workspace stays available for a while, so you can still export what you need, including records you must keep.
- App 0.25.0Contact exports also come as an Excel file that opens directly, with phone numbers exactly as entered.
- App 0.25.0Contact exports include your notes, and a deal link into another workspace takes you there with one click.
- Platform 0.14.3Owners can export their workspace's data again — contacts, deals and files in one archive.
- App 0.22.0Owners can export their firm's data themselves — pick what goes in, and get word when the package is ready.
- Platform 0.12.1Tighter access checks on workspace exports and their downloads.
- Platform 0.12.0Your data is yours: owners can export the whole workspace as a single package and take it anywhere.
- App 0.11.1Contact exports now include everyone matching your search and open cleanly in German Excel, umlauts and all.